Share / Print
Research Center Events

Executive Education Short Course: Portfolio Management for Wealth Managers

WealthBody
Dates: July 20 - 21, 2017
Location: NYU Washington Square Campus, New York City
Cost: $3,600 (travel and accommodation not included)

The practice of portfolio management—the art and science of making decisions about investment mix—has evolved significantly in recent years. There has been a proliferation of both new strategies (e.g., fundamental indexing, smart beta, low volatility) and new products (e.g., factor-based funds, levered and inverse ETFs, liquid alternatives). As such, the challenges faced by wealth managers have become increasingly complex, and the skills needed to meet these challenges have grown commensurately.

This program is designed to equip wealth managers with the tools and strategies needed to face this changing portfolio management landscape. Using modern portfolio theory as an analytical lens for the portfolio management problem, this course introduces (i) the theory behind portfolio optimization, (ii) the critical practical considerations involved in implementation and (iii) the key empirical evidence on the structure of asset returns, including equities and fixed income in both a U.S. and international context. This course emphasizes evaluating and understanding existing investment products, as well as using these products to construct optimal portfolios.

This course is a good fit for private wealth managers, investment advisors, financial advisors and institutional asset managers, as well as professionals interested in learning about modern portfolio management.

For more information on this short course for executives, please visit the course webpage.